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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
Spirepoint Private Client
2226
Spirepoint Private Client
Florida
USD 1235 M +USD 183 M +17% 18.1% – 347 11.53% 1.4
Silicon Valley Capital Partners
2227
Silicon Valley Capital Partners
California
USD 1234 M +USD 214 M +21% 27.8% 103% 493 15.42% 1.8
Kintegral Advisory
2228
Kintegral Advisory
New York
USD 1233 M +USD 178 M +17% 27.3% 143% 234 0.43% 5.7
Rockbridge Investment Management
2229
Rockbridge Investment Management
New York
USD 1231 M +USD 119 M +11% 8.32% 38.6% 148 8.78% 4
Oxbow Advisors
2230
Oxbow Advisors
Texas
USD 1231 M +USD 54.2 M +5% 0.02% 66.3% 280 17.86% 4.1
Sandhill Capital Partners
2231
Sandhill Capital Partners
New York
USD 1230 M +USD 67.4 M +6% 18.5% 64.9% 107 19.63% 4.5
Cape Cod Five Cents Savings Bank
2232
Cape Cod Five Cents Savings Bank
Massachusetts
USD 1230 M – – 9.76% – 203 – 7.1
Matrix Asset Advisors
2233
Matrix Asset Advisors
New York
USD 1230 M +USD 140 M +13% 13.9% 84.9% 110 8.18% 5.2
Allen Capital Group
2234
Allen Capital Group
Nebraska
USD 1228 M +USD 110 M +10% 11% 62.8% 328 16.16% 2.1
Clough Capital Partners
2235
Clough Capital Partners
Massachusetts
USD 1228 M +USD 189 M +18% 20.1% 175% 136 54.41% 1.2
Zazove Associates
2236
Zazove Associates
Nevada
USD 1225 M +USD 268 M +28% 0.95% 11% 175 21.71% 1
West Virginia University Foundation
2237
West Virginia University Foundation
West Virginia
USD 1224 M +USD 206 M +20% 13.8% – 6 0% 0.7
TD Capital Management
2238
TD Capital Management
Tennessee
USD 1224 M +USD 112 M +10% 9.3% 40.5% 869 10.13% 2.6
Kirkoswald Asset Management
2239
Kirkoswald Asset Management
New York
USD 1223 M +USD 1218 M +23,296% 8.23% – 9 88.89% 0.1
Numerai
2240
Numerai
California
USD 1223 M +USD 226 M +23% 14.3% 52.7% 955 47.54% 0.4
Folger Nolan Fleming Douglas Capital Management
2241
Folger Nolan Fleming Douglas Capital Management
District of Columbia
USD 1222 M +USD 103 M +9% 14.3% 77.5% 184 7.07% 8.3
Spartan Wealth Advisory Services LLC
2242
Spartan Wealth Advisory Services LLC
Michigan
USD 1222 M +USD 76.9 M +7% 26.6% – 339 13.86% 0.2
Northside Capital Management
2243
Northside Capital Management
Oregon
USD 1222 M +USD 82.8 M +7% 9.39% 99.6% 204 13.73% 3.8
Norden Group
2244
Norden Group
Utah
USD 1220 M +USD 179 M +17% 22.7% 104% 745 23.36% 1.4
Godsey & Gibb Inc
2245
Godsey & Gibb Inc
Virginia
USD 1219 M +USD 70.9 M +6% 11.7% 87.5% 408 10.78% 2.5
Once Capital Management
2246
Once Capital Management
New York
USD 1218 M +USD 845 M +226% 58.4% 570% 25 16% 2.3
Monograph Wealth Advisors
2247
Monograph Wealth Advisors
California
USD 1218 M +USD 163 M +15% 11.3% 68% 154 13.64% 2.6
Samsara BioCapital
2248
Samsara BioCapital
California
USD 1217 M +USD 188 M +18% 15% 1,580% 26 23.08% 1.9
Shepherd Financial Partners
2249
Shepherd Financial Partners
Massachusetts
USD 1217 M +USD 163 M +15% 16.5% 78% 264 12.12% 4
Tributary Capital Management
2250
Tributary Capital Management
Nebraska
USD 1216 M +USD 186 M +18% 27.2% 82.6% 177 31.07% 5.3